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Buckingham Wealth Partners
Palo Alto, CA | Other
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Client Relationship Specialist
$76k-107k (estimate)
Other 2 Months Ago
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Buckingham Wealth Partners is Hiring a Remote Client Relationship Specialist

Overview

The Buckingham Strategic Wealth Client Relationship Specialist (CRS) enhances the client experience by providing exceptional client service and supports each advisor with the operational needs of his or her clients. The CRS develops and maintains good working relationships with clients and advisors. This is accomplished through ongoing communication, excellent client service and outstanding operational support. The CRS is the first person to greet clients as they visit our office, and the main client contact in scheduling remote meetings and phone calls.

This is an exciting remote opportunity to join a busy and growing wealth management team supporting our Palo Alto office. 

Essential Duties and Responsibilities

  • Meets and, when possible, exceeds the Service Standards for the department
  • Through their work, actions and words, demonstrates and models the firm’s core values
  • Successfully completes at high level and on time their Associate Goals and actively plays a role in execution of Team Plans for the department
  • Provides quick and accurate answers to operational questions from advisors and clients
  • Provides comprehensive operational support to clients, including facilitating all monetary, maintenance, and paperwork requests through CRM
  • Monitors pending new accounts and transfers
  • Handles all communication between custodians and advisors or clients, including researching custodial issues
  • Analyze processes and procedures to identify improvements or efficiencies that can be created
  • Becomes a student of the business, through job shadowing, educational opportunities, etc.
  • Provides on-demand and scheduled reports to advisors and clients, as requested
  • Participates in and contributes to weekly Client Service meeting and other committee meetings, as assigned
  • Review quarterly reports for accuracy and collates the letters
  • Tracks and completes any special projects throughout the year, including advisor notifications and year-end RMDs

Required Skills and Experience

 Education and/or Work Experience

  • Bachelor’s Degree
  • 2 years work experience in the financial services industry
  • Working knowledge of Windows Operating systems & Microsoft Office
  • Experience with tools used on daily basis – CRM (Salesforce) and Custodians

Other Qualifications

  • Ability to be a self-starter and self-manage
  • Strong communication, listening, and relationship management skills
  • Strong organizational skills and follow-through for maximum client satisfaction
  • Highly service oriented
  • Team player and collaborative
  • Well-developed interpersonal and communication skills
  • Strong attention to detail and accuracy
  • Ability to multi-task and quickly switch priorities when necessary
  • Must be organized and efficient in a demanding work environment
  • Ability to remain calm under stress

Buckingham’s Compensation and Benefits

This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package and potential to purchase firm equity. Buckingham pays up to 100% of an associate’s medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, profit sharing retirement plan, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.

Who is Buckingham Wealth Partners?

Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their dreams of financial prosperity.Buckingham employs more than 500 associates in over 40 office locations nationwide.

Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core ‘Passion To Do Right’ and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran’s status, genetic information or any class protected by applicable law or ordinance.

Buckingham’s Awards & Accolades

  • Top Workplace in St. Louis, St. Louis Post Dispatch, 2022, 2021, 2020, 2019, 2018, 2017, 2016
  • Top RIA Firms, Barron's, 2021, 2020, 2019, 2018, 2017
  • Top 25 RIA, Financial Advisor Magazine, 2021, 2020, 2019, 2018, 2017
  • Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019
  • Top Registered Investment Advisers, Financial Times, 2020, 2019
  • Top 100 Wealth Managers, Forbes, 2015
  • Top Grower in Missouri in 2022, Citywire RIA
  • No. 6 on RIA Channel’s 2021 Top 100 Wealth Managers List

Job Summary

JOB TYPE

Other

SALARY

$76k-107k (estimate)

POST DATE

01/22/2023

EXPIRATION DATE

01/31/2023

WEBSITE

buckinghamwealthpartners.com

HEADQUARTERS

Saint Louis, MO

Show more

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The job skills required for Client Relationship Specialist include Communication Skills, Scheduling, Microsoft Office, Attention to Detail, Listening, Organizational Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Relationship Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Relationship Specialist. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Relationship Specialist positions, which can be used as a reference in future career path planning. As a Client Relationship Specialist, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Relationship Specialist. You can explore the career advancement for a Client Relationship Specialist below and select your interested title to get hiring information.

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If you are interested in becoming a Client Relationship Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Relationship Specialist for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Relationship Specialist job description and responsibilities

They must be friendly and customer service oriented to foster positive client relationships despite the high-stress circumstances when dealing with dissatisfaction.

03/22/2022: Melbourne, FL

Since they work directly with clients, they often conduct meetings with clients via phone calls, emails or video chats.

03/28/2022: Springfield, OH

Ultimately, an outstanding Client Relationship Specialist will work closely with sales and accounts managers to ensure that all staff preserves relationships with clients.

02/14/2022: Bradenton, FL

Analyzing the Client's Situation.

03/16/2022: Tacoma, WA

Strong problem-solving skills to help clients overcome any obstacles and develop solutions that enhance the clients' efficiency and productivity.

03/25/2022: Cleveland, OH

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Relationship Specialist jobs

To maintain this strong client relationship, the client relations manager must consistently work to ensure they satisfy the client.

04/04/2022: Boulder, CO

They often visit different departments throughout the day to discuss the needs of clients and collaborate with them to solve any challenges.

03/29/2022: Davenport, IA

Team building and collaboration abilities when working with other departments to develop strategies that benefit clients.

02/20/2022: Wichita, KS

Verbal and written communication skills to call, email and meet with clients.

03/20/2022: Saint Paul, MN

Negotiation skills when presenting clients with a contract and establishing terms.

04/17/2022: Akron, OH

Step 3: View the best colleges and universities for Client Relationship Specialist.

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